TMB — THORNBURG ETF TR

Ownership history in Cornerstone Wealth Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Wealth Group, LLC reported a position in THORNBURG ETF TR (TMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2025 Q4)
Avg. % of fund
0.08%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 70,760 +21,194 +42.8% 0.12% $1.8M $25.48
2025 Q3 ADDED 49,566 +15,161 +44.1% 0.09% $1.3M $25.18
2025 Q2 ADDED 34,405 +19,836 +136.2% 0.07% $876K $24.75
2025 Q1 INITIATED 14,569 — — 0.03% $369K $24.33
% of Fund (quarterly)    TMB price (monthly, adj. close)

Other funds also holding TMB

As of 2025 Q4 — sorted by position size

PERSONAL CFO SOLUTIONS, LLC 3Y 1.82% Strid Group, LLC 3Y 7Y 1.75% D.B. Root & Company, LLC 3Y 7Y 1.05% Integrity Wealth Solutions LLC 0.9% Clay Northam Wealth Management, LLC 3Y 0.78% Empire Financial Management Company, LLC 0.31% HERITAGE OAK WEALTH ADVISORS LLC 0.08% Westside Investment Management, Inc. 3Y 7Y 0.07% Sunbelt Securities, Inc. 3Y 7Y 0.01% IFP Advisors, Inc 3Y 7Y 0.01%
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